Definition
Individuals who buy and sell stocks, bonds, shares in mutual funds, insurance annuities or other financial products upon a customer's request. They may also explain stock market terms and trading practices; offer financial counseling or advice on the purchase or sale of particular securities; and design an individual client's financial portfolio which could include securities, life insurance, corporate and municipal bonds, mutual funds, certificates of deposit, annuities and other investments. On the basis of each customer's long or short-term financial objectives, securities and commodities sales agents furnish information about the advantages and disadvantages of investment options. They also supply the latest price quotes on securities as well as information on the activities and financial positions of the corporations issuing the securities.
URL Name
YO-7900-8100
Third Level Code
YO-7900
Taxonomy Code
YO-7900.8100
Parent Code
YO-7900
Family Code
Y
Second Level Code
YO
Fourth Level Code
YO-7900-8100
Use References
Brokers, Commodities Sales Agents, Securities Sales Agents, Stockbrokers
Publication Status
Online